U.S. Communications Stock News

NVIDIA (NasdaqGS:NVDA) is investing $2b in Nebius to co develop next generation hyperscale AI cloud infrastructure. Upscale AI is launching an open, NVIDIA powered Ethernet fabric using Spectrum X for multi vendor AI data centers. NTT DATA is rolling out enterprise AI factories built on NVIDIA's full stack platform, spanning hardware and software. At a share price of $186.03, NVIDIA sits at the center of AI infrastructure discussions, with a 61.0% return over the past year and a very large...

In recent weeks, ASA Gold and Precious Metals Ltd was highlighted as a potential growth stock under the CANSLIM method, reflecting very strong current quarterly earnings and revenue growth alongside a debt-free balance sheet. This recognition underscores how a combination of rapid earnings expansion, robust financial health, and solid institutional backing can reshape perceptions of a specialist precious-metals vehicle. We will now examine how ASA’s combination of rapid earnings growth and a...

First Financial Bankshares (FFIN) is back in focus after senior leaders, including Executive Vice President and General Counsel Brian Goodrich and Director Davis Sally Pope, bought shares alongside fresh executive promotions related to the bank's succession plan. See our latest analysis for First Financial Bankshares. Even with the recent insider buying and succession announcements, the share price at $29.88 reflects a 13.5% decline over the past month and a 12.9% fall in 1 year total...

The Morning Bull - US Market Morning Update Thursday, Mar, 12 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4% and Nasdaq 100 futures off roughly the same, as investors digest fresh inflation data and higher borrowing costs. Consumer prices in February rose 0.3% from January and 2.4% over the year, while core inflation, which strips out food and energy, is steady at 2.5%. That steady core reading, driven by shelter and medical costs, helps...

McDonald's (NYSE:MCD) plans to roll out a new "McValue 2.0" menu in April for U.S. customers. The menu will focus on items priced at $3 or less and include $4 breakfast deals. The move targets budget conscious diners after recent inflation driven price increases. The company is aiming to rebuild its reputation for value and compete more aggressively on price. McDonald's is one of the largest global quick service restaurant chains, and value has long been a core part of its brand. With many...

Akamai Technologies (AKAM) is back in focus after outlining a four year, US$200 million service agreement tied to a multi thousand NVIDIA Blackwell GPU cluster for high performance AI compute. See our latest analysis for Akamai Technologies. The recent AI infrastructure news lands on top of a strong run, with Akamai’s 1 month share price return of 12.4% and 3 month share price return of 24.6% contributing to a 1 year total shareholder return of 33.7%. This suggests momentum has been building...

In recent days, Cohesity announced a past integration with Datadog to pair real-time observability with automated, point-in-time data recovery, while Datadog also made its MCP Server generally available to feed live telemetry into AI coding agents and workflows under existing governance controls. Together, these moves push Datadog deeper into AI-native operations by linking agent monitoring with automated remediation and giving AI tools governed access to production observability data. Next,...

In early March 2026, Rumble Inc. reported Q4 and full-year 2025 results showing sales of US$27.07 million for the quarter and US$100.62 million for the year, alongside a sharply reduced net loss versus 2024 and the rollout of new features like the Rumble Wallet with Tether. The company also brought in veteran media lawyer Maurice F. Edelson as General Counsel and Corporate Secretary, signaling a focus on strengthening its legal and corporate structure as it pursues crypto-enabled tipping,...

In recent weeks, Enterprise Products Partners has drawn heightened investor attention as analysts reassess the midstream partnership amid mixed research ratings and institutional ownership shifts, including Barclays cutting its stake. At the same time, the partnership’s long record of annual distribution increases and volume-based fee model is underscoring its role as a relatively defensive income play within the energy infrastructure space. We’ll now examine how Barclays’ reduced holding...

Redwire (RDW) has been back on investors’ radar after an analyst at Truist Securities upgraded the stock, citing an improving mix of projects, moderating development contract charges, and fresh financial targets from the company’s CFO. See our latest analysis for Redwire. The recent upgrade comes on top of a busy stretch for Redwire, with acquisitions, new solar array products, and fresh NASA work helping support renewed interest. That backdrop lines up with a 23.34% 90 day share price return...

Vital Farms (VITL) is back on investor radars after reporting detailed Q4 and full year 2025 results, lowering its 2026 revenue outlook, and announcing a shift in board leadership that includes founder Matt O’Hayer stepping down. See our latest analysis for Vital Farms. Despite strong reported results and the leadership transition, Vital Farms’ recent share price return has been weak. The 30 day share price return shows a decline of 32.54%, and the 1 year total shareholder return shows a...

WEBTOON Entertainment has appointed Chief Strategy Officer and Head of Global WEBTOON Yongsoo Kim as President and Board member, effective March 2, 2026, reshaping the leadership structure so operating heads report to him while Founder and CEO Junkoo Kim focuses on long-term strategy. Investors may focus on how Yongsoo Kim’s expanded operational remit, following his role in the 2024 IPO and global transformation efforts, could influence WEBTOON’s execution priorities and business...

Hycroft Mining Holding Corporation recently reported its 2025 results, narrowing its annual net loss to US$40.66 million and reducing basic and diluted loss per share from continuing operations to US$0.94, while also releasing an updated technical report that increased its mineral resources very significantly compared with prior estimates. This sharp uplift in the reported resource base, alongside a reduction in short interest and supportive precious metals prices, has reshaped how investors...

With no single headline event driving attention today, SouthState Bank (SSB) is drawing interest after a recent share price slide, including a 14.4% decline over the past month and softer near term returns. See our latest analysis for SouthState Bank. The recent 14.4% 30 day share price decline, together with softer 7 day and quarter to date share price returns, contrasts with SouthState Bank’s 4.2% 1 year total shareholder return and stronger multi year gains. This suggests momentum has...

FirstCash Holdings recently reported past fourth-quarter results showing record revenue of over US$1.00 billion and a strong increase in earnings per share, both surpassing analyst expectations. The milestone of crossing the US$1.00 billion quarterly revenue threshold highlights the scale of FirstCash’s pawn and retail POS operations serving credit-constrained consumers across the U.S. and Latin America. We’ll now examine how FirstCash’s record-breaking revenue milestone and earnings...

Microsoft and DataBahn have expanded their partnership to integrate an AI-native data fabric directly into Microsoft Sentinel. The move brings AI powered connectors that can process, normalize, and route security telemetry from more than 500 data sources inside Sentinel. The companies claim this can cut analytics tier ingestion costs for Sentinel by up to 60% while simplifying deployment and ongoing operations for security teams. Microsoft, trading on the NasdaqGS under the ticker...

Event-driven snapshot of Northwest Bancshares Northwest Bancshares (NWBI) recently drew attention after shares closed at US$12.22. This move comes against a backdrop of mixed short-term returns and a stronger showing over longer holding periods. See our latest analysis for Northwest Bancshares. Recent trading has been softer, with a 30 day share price return of 8.19% and a 90 day share price return of 4.38%, while the 1 year total shareholder return of 10.07% suggests longer term holders have...

Gap (GAP) is back in the spotlight after unveiling a spring campaign with artist Young Miko, along with ongoing commentary around its operational turnaround, drawing fresh attention to the retailer’s brand and stock. See our latest analysis for Gap. The recent pullback, including a 15.1% 7 day share price return decline and a 14.9% 30 day share price return decline to around $23.54, comes after guidance calling for modest net sales growth and a fresh buyback authorization. The 3 year total...

Why Teledyne Technologies (TDY) is back on investor radars Teledyne Technologies (TDY) has drawn fresh attention after two recent product launches, a Wideband Limiter for electronic warfare systems and the Frontline X700 Wireless Protocol Analyzer for advanced Bluetooth and Wi Fi 7 testing. Both products sit squarely in Teledyne’s core areas of sensing, imaging and signal analysis. They give investors new reference points for how the company is positioned in defense electronics and next...

XPeng (NYSE:XPEV) is back in focus after its VLA 2.0 autonomous driving system impressed Morgan Stanley in real-world tests, coinciding with fresh February delivery data of 15,256 vehicles. See our latest analysis for XPeng. The recent enthusiasm around VLA 2.0 and February’s 15,256 vehicle deliveries aligns with a sharp 7 day share price return of 19.3%. However, XPeng’s year to date share price return of a 5.6% decline and 1 year total shareholder return of a 22% decline show that momentum...

In recent days, NextEra Energy has highlighted record additions to its clean energy backlog, long-term earnings and dividend growth targets, and major power supply agreements with large technology companies including Google, Meta, and Alphabet. A particularly important development is NextEra’s role in powering gigawatt-scale data center campuses and a long-term 3 gigawatt nuclear energy deal, underscoring its growing importance to the infrastructure behind AI and cloud computing. We’ll now...

What recent performance says about Farmers National Banc (FMNB) With Farmers National Banc (FMNB) shares flat over the past day but showing weaker returns over the past month and past 3 months, some investors are reassessing how the bank's current valuation lines up with its fundamentals. See our latest analysis for Farmers National Banc. Looking beyond the latest US$12.47 share price, Farmers National Banc has had weaker near term momentum, with a 30 day share price return of an 8.24%...

GE Vernova (GEV) is back in focus after a wave of analyst upgrades that followed strong operational momentum, including a record order backlog tied to gas turbines and grid equipment for AI-driven power needs. See our latest analysis for GE Vernova. The recent analyst upgrades and contract wins appear to line up with strong momentum in the stock, with a 30 day share price return of 5.75% and a 90 day share price return of 20.37% helping lift total shareholder return over the past year to...

Why EOG Resources is Back on Investors’ Radar EOG Resources (EOG) is drawing fresh attention after strong Q4 2025 results and guidance for about $4.5b in 2026 free cash flow, supported by elevated crude prices and ongoing geopolitical supply risks. See our latest analysis for EOG Resources. Beyond the latest results, investors have reacted positively in recent months, with a 16.37% 1 month share price return and 23.53% year to date share price return, while the 5 year total shareholder return...